Straightforward and Practical Advice

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Retirement Survival Guide

Whether you are close to retirement or currently retired, determining strategies to maximize your assets can be a challenge. Don’t be caught off guard…Arm yourself with the RETIREMENT SURVIVAL GUIDE from our company. This COMPLIMENTARY GUIDE will answer some of the most frequently asked questions people have as they move to and into the retirement years. This includes:

• How do I create an income plan in retirement?

• What if inflation grew more rapidly than anticipated in the next 10-20
years and I lived to age 90 or 100?

• How do I deal with the possibility that my Social Security income could
be reduced?

• What if health care costs went up 30% next year?

• What mistakes should I avoid when rolling over my 401(k)?

• What types of financial professionals should I consider hiring and what
questions should I ask before I hire them?

Dan Welp is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: IA, MN, SD. For investment advisory services these states include: CO, IA, MN. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.